Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,006 | $111,535+85.6% | $105,223+96.7% | $137,256+50.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.34% | 237.85%-220.5pp | 180.65%-163.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $5,682 | $3,939+44.2% | $3,689+54.0% | $4,156+36.7% |
| Participant deferral / active EE | $19,885 | $5,500+261.5% | $5,072+292.1% | $6,407+210.4% |
| Admin fee / account holder | $974 | $9,721-90.0% | $8,859-89.0% | $12,270-92.1% |